NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITED
The GoalSetter KiwiSaver Scheme is managed by Nikko Asset Management New Zealand Limited. The scheme currently has 2,569 members and $0.10 billion in assets under management. Members can choose from 18 funds within a KiwiSaver scheme, spanning a range of investment approaches to suit different financial objectives and time horizons.
The scheme charges an average annual fee of 1.32% across its funds. The fund line-up includes Conservative, Balanced, Growth, Defensive, and Aggressive options, allowing members to select an investment strategy aligned with their circumstances. This type of scheme typically suits individuals seeking a range of diversified fund choices within a single KiwiSaver arrangement. This information is general in nature only and does not constitute financial advice.
Assets
$99M
Total value
Average Return
1.80%
Five year
Average Fee 💰
1.32%
One Year
Total Investors
2.6K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Goalsgetter Milford Conservative Fund | Conservative | N/A | 1.17% | $2M | 19.03% | 09-05-2024 |
| Goalsgetter Milford Balanced Fund | Balanced | N/A | 1.24% | $4M | 63.79% | 09-05-2024 |
| Goalsgetter Milford Active Growth Fund | Growth | N/A | 1.35% | $15M | 68.71% | 09-05-2024 |
| Goalsgetter Amova Nz Cash Fund | Defensive | 2.63% | 0.4% | $4M | N/A | 03-04-2018 |
| Goalsgetter Amova Global Shares Fund | Aggressive | 13.41% | 1.43% | $10M | 98.48% | 03-04-2018 |
| Goalsgetter Amova Growth Fund | Growth | 5.73% | 1.51% | $1M | 97.57% | 03-04-2018 |
| Goalsgetter Salt Sustainable Growth Fund | Growth | N/A | 1.38% | $2M | 82.1% | 09-05-2024 |
| Goalsgetter Amova Ark Disruptive Innovation Fund | Aggressive | N/A | 1.53% | $33M | 96.25% | 20-11-2020 |
| Goalsgetter Harbour Active Growth Fund | Growth | N/A | 1.33% | $690K | 71.24% | 09-05-2024 |
| Goalsgetter Amova Nz Corporate Bond Fund | Defensive | 1.16% | 0.8% | $971K | N/A | 03-04-2018 |
| Goalsgetter Harbour Sustainable Impact Fund | Balanced | N/A | 1.61% | $126K | 58.57% | 09-05-2024 |
| Goalsgetter Amova Sri Equity Fund | Aggressive | 2.4% | 1.23% | $2M | 98.1% | 03-04-2018 |
| Goalsgetter Generate Thematic Fund | Aggressive | N/A | 1.59% | $996K | 96.42% | 06-05-2024 |
| Goalsgetter Amova Conservative Fund | Conservative | 2.52% | 1.05% | $3M | 16.38% | 03-04-2018 |
| Goalsgetter Generate Balanced Fund | Balanced | N/A | 1.65% | $2M | 59.74% | 09-05-2024 |
| Goalsgetter Generate Focused Growth Fund | Aggressive | N/A | 1.71% | $11M | 94.36% | 09-05-2024 |
| Goalsgetter Pathfinder Ethical Growth Fund | Growth | N/A | 1.61% | $1M | 71.86% | 09-05-2024 |
| Goalsgetter Amova Balanced Fund | Growth | 4.47% | 1.22% | $7M | 63.6% | 03-04-2018 |
Governance & relationships
- Manager
- NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP22562verify on FSPR ↗
- NZBN
- 9429038788291verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (10)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-03-31 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-11-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-11-03 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-09-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-06-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2026-Q1 | QFU | 6 PDFs | Extracted | Open filing → |
| 2025-Q4 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q3 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q2 | QFU | 5 PDFs | Extracted | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Nikko
- Funds operated
- 18
- Scheme(s)
- GOALSGETTER KIWISAVER SCHEME
Endpoints for NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITED
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data = requests.get("https://fundcompare.co.nz/api/provider/nikko/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
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# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
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